Kraft Heinz Company $KHC Shares Newly Acquired by Royal Palms Capital LLC

Royal Palms Capital LLC purchased a new stake in shares of Kraft Heinz Company (NASDAQ:KHC) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 126,812 shares of the company’s stock, valued at approximately $2,881,000. Kraft Heinz comprises about 2.6% of Royal Palms Capital LLC’s investment portfolio, making the stock its 20th largest holding.

Other hedge funds also recently added to or reduced their stakes in the company. Paladin Wealth LLC bought a new position in shares of Kraft Heinz during the third quarter valued at approximately $314,000. Probity Advisors Inc. raised its holdings in shares of Kraft Heinz by 5.8% in the third quarter. Probity Advisors Inc. now owns 24,984 shares of the company’s stock worth $568,000 after buying an additional 1,372 shares during the period. Invested Advisors raised its holdings in shares of Kraft Heinz by 19.6% in the third quarter. Invested Advisors now owns 12,801 shares of the company’s stock worth $291,000 after buying an additional 2,097 shares during the period. Corecam Pte. Ltd. bought a new stake in shares of Kraft Heinz during the 3rd quarter worth approximately $5,919,000. Finally, Simplicity Wealth LLC boosted its holdings in Kraft Heinz by 33.0% during the 3rd quarter. Simplicity Wealth LLC now owns 27,311 shares of the company’s stock valued at $621,000 after acquiring an additional 6,782 shares during the period. 78.17% of the stock is currently owned by institutional investors.

Kraft Heinz Stock Performance

Shares of Kraft Heinz stock opened at $24.80 on Monday. The firm has a market cap of $29.40 billion, a P/E ratio of -8.67, a P/E/G ratio of 2.99 and a beta of 0.12. The company has a current ratio of 1.06, a quick ratio of 0.68 and a debt-to-equity ratio of 0.49. Kraft Heinz Company has a 12 month low of $21.03 and a 12 month high of $28.09. The stock’s fifty day moving average price is $24.13 and its 200-day moving average price is $24.05.

Kraft Heinz (NASDAQ:KHC) last released its quarterly earnings data on Wednesday, August 5th. The company reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.53 by $0.03. Kraft Heinz had a positive return on equity of 7.10% and a negative net margin of 13.64%. The firm had revenue of $6.26 billion during the quarter, compared to the consensus estimate of $6.18 billion. During the same period in the previous year, the company posted $0.69 earnings per share. The firm’s quarterly revenue was down 1.4% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. On average, equities research analysts expect that Kraft Heinz Company will post 2.06 earnings per share for the current fiscal year.

Kraft Heinz Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, September 25th. Stockholders of record on Friday, September 4th were issued a $0.40 dividend. The ex-dividend date was Friday, September 4th. This represents a $1.60 annualized dividend and a dividend yield of 6.5%. Kraft Heinz’s payout ratio is currently -55.94%.

Kraft Heinz News Summary

Here are the key news stories impacting Kraft Heinz this week:

• Positive Sentiment: Investors are positioning ahead of Kraft Heinz’s third-quarter earnings release on November 4, 2026, and its November 12 investor day. Management’s focus on innovation, marketing investment, and protein- and fiber-oriented products could support a return to growth in 2027. Kraft Heinz Rises as Investors Weigh Upcoming Catalysts and Improving Sentiment
• Positive Sentiment: A bullish investment thesis highlights Kraft Heinz’s strong cash generation, debt reduction, and relatively modest valuation compared with other packaged-food companies such as General Mills and Conagra Brands. The company’s dividend yield is approaching 7%, which may attract income-oriented investors despite weak long-term share performance. Kraft Heinz versus General Mills and Conagra Brands
• Positive Sentiment: Unusually high call-option activity and a reported purchase of Kraft Heinz shares by CEO Steven Cahillane suggest some traders and insiders are positioning for a recovery. Kraft Heinz market activity
• Neutral Sentiment: Analysts expect investors to focus on whether Kraft Heinz can stabilize brand performance, improve consumption trends, and provide credible 2027 growth targets in its upcoming earnings report. What to Expect From Kraft Heinz’s Next Earnings Report
• Negative Sentiment: Bearish coverage points to Kraft Heinz’s more than 35% five-year share-price decline, persistent brand and volume challenges, and uncertainty over whether a proposed brand reset can restore sustainable growth. What’s Wrong With Kraft Heinz Stock?
• Negative Sentiment: JPMorgan issued a pessimistic forecast, while the reported analyst price-target median of $24 suggests limited near-term upside around recent trading levels. Kraft Heinz also faces earnings pressure: the latest quarter’s revenue declined year over year and EPS fell from the prior-year period despite beating estimates. JPMorgan forecast for Kraft Heinz

Analyst Upgrades and Downgrades

Several equities analysts have commented on KHC shares. TD Cowen reaffirmed a “hold” rating and issued a $22.00 price objective on shares of Kraft Heinz in a research report on Tuesday, September 22nd. Jefferies Financial Group reiterated a “hold” rating and set a $21.00 target price on shares of Kraft Heinz in a research report on Wednesday, October 14th. UBS Group reissued a “neutral” rating on shares of Kraft Heinz in a research note on Thursday, October 15th. Evercore set a $24.00 target price on shares of Kraft Heinz in a research note on Thursday, August 6th. Finally, Weiss Ratings cut shares of Kraft Heinz from a “sell (d)” rating to a “sell (d-)” rating in a report on Thursday, August 6th. One investment analyst has rated the stock with a Buy rating, eleven have given a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and an average price target of $23.81.

Kraft Heinz Profile

The Kraft Heinz Company (NASDAQ: KHC) is a global food and beverage company that develops, manufactures and markets branded products for consumers, retailers and foodservice customers. Its portfolio includes condiments and sauces, cheese and dairy products, meals, meats, snacks, beverages and desserts.

The company’s brands include Kraft, Heinz, Oscar Mayer, Philadelphia, Velveeta, Jell-O, Maxwell House, Lunchables, Capri Sun, Planters and Classico, among others. Products are sold through grocery stores, mass merchants, club stores, convenience retailers, e-commerce channels and foodservice distributors.

Kraft Heinz was created in 2015 through the merger of Kraft Foods Group and H.J.